Treasure Coast Financial Planning

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Vero Beach, FL
CIK
0001911307
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 35 162,005 SPTM, SPDW, BILS, SPTS 13F-HR 11/12/2024 000191130724000006
Q2 2024 32 151,650 SPTM, SPDW, BILS, SPTS 13F-HR 7/22/2024 000191130724000004
Q1 2024 34 152,933 SPTM, SPDW, BILS, SPTS 13F-HR 4/26/2024 000191130724000003
Q4 2023 30 143,387 SPTM, SPDW, SPDR SER TR, BIL 13F-HR 2/1/2024 000191130724000002
Q3 2023 31 144,039 SPTM, SPDW, BOND, SPDR SER TR 13F-HR 11/6/2023 000191130723000004
Q2 2023 35 147,957 SPTM, SPDW, BOND, SPDR SER TR 13F-HR 7/21/2023 000191130723000003
Q1 2023 38 143,043 SPTM, SPDW, BOND, FLRN 13F-HR 5/4/2023 000191130723000002
Q4 2022 38 134,020 SPTM, SPDW, FLRN, LDUR 13F-HR 2/6/2023 000191130723000001
Q3 2022 32 124,593 SPTM, SPDW, LDUR, FLRN 13F-HR 11/2/2022 000191130722000004
Q2 2022 32 129,114 SPTM, SPDW, LDUR, FLRN 13F-HR 8/2/2022 000191130722000003
Q1 2022 33 130,439 SPTM, SPDW, SRLN, SPIP 13F-HR 5/9/2022 000191130722000002
Q4 2021 32 129,302 SPTM, SPDW, SPIP, SRLN 13F-HR 2/15/2022 000191130722000001